Jeffrey Gorton, financial advisor Oklahoma City OK
93 score

Jeffrey Gorton

CRD Number: 6000536
Current Firm: Brookstone Capital Management LLC

Jeffrey Gorton (CRD# 6000536) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Oklahoma City, OK and has over 5 years of experience in the finance industry. Jeffrey Gorton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brookstone Capital Management Wheaton, IL May 2015 - Current 1
Gorton Financial Services, LLC Oklahoma City, OK Aug 2013 - Current 3
Alphastar Capital Management Cornelius, NC Nov 2011 - May 2015 3
Independent Annuity Specialists, Inc. Oklahoma City, OK Aug 2011 - Aug 2013 2
Southern States Imports, Inc. Raleigh, NC Aug 2001 - Jul 2011 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Jeffrey M. Gorton
Phone Number: 630-653-1400
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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